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Compass Planning Associates Inc: EFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Compass Planning Associates Inc on EFA, newest first. How the timeline and the estimate are built.

Compass Planning Associates Inc held 8,537 EFA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,537 shares
    Change vs previous 13F +26 shares

    0.48% of the 13F portfolio, value $886,798.

    13F-HR 0002046823-26-000003 filed by Compass Planning Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,511 shares
    Change vs previous 13F -599 shares

    0.53% of the 13F portfolio, value $826,631.

    13F-HR 0002046823-26-000002 filed by Compass Planning Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,110 shares
    Change vs previous 13F -1,964 shares

    0.61% of the 13F portfolio, value $874,822.

    13F-HR 0002046823-26-000001 filed by Compass Planning Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,074 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $1,033,972.

    13F-HR 0002046823-25-000006 filed by Compass Planning Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 11,074 shares
    Change vs previous 13F -44 shares

    0.91% of the 13F portfolio, value $989,898.

    13F-HR 0002046823-25-000003 filed by Compass Planning Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,118 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $908,699.

    13F-HR 0002046823-25-000002 filed by Compass Planning Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,118 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $840,655.

    13F-HR 0002046823-25-000001 filed by Compass Planning Associates Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).